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Clients
Updated over a week ago

To access your clients, click the App Drawer , then click View All > Clients.

Understanding clients

In WellnessLiving, clients are the customers of your business. Whenever you add a client to your business, a client profile is created for them, which can be modified by both the client and your staff members.

Clients can access WellnessLiving through the sign-in link provided on the Business URLs page, through your business’s WellnessLiving Explorer listing, or by downloading the Achieve Client App onto their mobile devices.

What clients can do in WellnessLiving

Clients can perform the following actions through WellnessLiving:

  • Book services (classes, appointments, events, and Book-a-Spot assets).

  • Make online purchases from your store.​

  • Modify the personal information listed in their client profile.​

  • Enable or disable email, SMS, and push notifications from your business.

  • Share reviews about your business.

  • Track their rewards points and redeem them for prizes.

  • View the activity history of their account.

  • View their billing and purchase history.

  • Make payments to their account.

Getting started with clients

Before your clients can begin accessing your business through WellnessLiving, complete the following steps:

  1. Set up your business URLs
    Before your clients can access your business through your Client Web App, you must first set up your business URLs.

  2. Customize your Client Web App and Achieve Client App
    Set up and customize your business’s Client Web App and Achieve Client App to give clients direct online access to their schedule, bookings, purchases, and more.

  3. Optimize your client workflow
    Be sure that your clients receive the best experience possible when visiting your Client Web App by testing it out yourself, then making the adjustments you need.

  4. Start adding clientsCreate client profiles for each of your clients. After each client is created, they’ll receive a welcome email and can begin booking services with your business through WellnessLiving.

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